See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,670 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,204 | $29,369+176.5% | $77,482+4.8% | $73,409+10.6% |
| Participation rate | 16.7% | 37.9%-21.3pp | 54.2%-37.5pp | 72.2%-55.5pp |
| Annual return | 13.24% | 358.15%-344.9pp | 54.79%-41.5pp | 59.29%-46.1pp |
| Employer contribution / active EE | $274 | $406-32.5% | $986-72.2% | $2,234-87.7% |
| Participant deferral / active EE | $530 | $941-43.7% | $1,861-71.5% | $3,805-86.1% |
| Admin fee / account holder | $477 | $123+288.8% | $2,858-83.3% | $158+202.2% |